Institutional Ownership Ishares Msci Usa Momentum Fact (MTUM)
This table provides information about the institutional ownership of Ishares Msci Usa Momentum Fact (MTUM). We have compiled data on the 1,108 institutions that hold shares in the stock, with a total of 66 Million shares, which have been reported (via 13F filing form) to have a value of $16.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
2,933
shares
|
$721,723
0.02% of portfolio
|
Q3 2025
Reduced 28.67%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
2,912
shares
|
$716,555
0.06% of portfolio
|
Q3 2025
Added 404.68%
|
|
|
Signature Securities Group Corporation
|
Jan 13, 2026 Q4 2025 |
2,892
shares
|
$711,634
0.24% of portfolio
|
Q4 2025
Added 1.69%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
2,887
shares
|
$710,404
0.0% of portfolio
|
Q3 2025
Reduced 70.58%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
2,862
shares
|
$704,252
0.55% of portfolio
|
Q3 2025
Added 41.05%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Nov 06, 2025 Q3 2025 |
2,832
shares
|
$696,870
0.59% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
2,791
shares
|
$686,781
0.0% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Investment Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
2,788
shares
|
$686,043
0.2% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
2,788
shares
|
$686,043
0.4% of portfolio
|
Q2 2025
Added 8.86%
|
|
|
Gds Wealth Management
|
Oct 31, 2025 Q3 2025 |
2,785
shares
|
$685,304
0.05% of portfolio
|
Q3 2025
Added 10.52%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
2,772
shares
|
$682,106
0.17% of portfolio
|
Q3 2025
Added 57.86%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Oct 15, 2025 Q3 2025 |
2,759
shares
|
$678,907
0.4% of portfolio
|
Q3 2025
Reduced 8.49%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
2,746
shares
|
$675,708
0.08% of portfolio
|
Q2 2025
Reduced 5.96%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 12, 2026 Q4 2025 |
2,734
shares
|
$672,755
0.46% of portfolio
|
Q4 2025
Added 58.13%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 14, 2025 Q3 2025 |
2,727
shares
|
$671,032
0.51% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
2,723
shares
|
$670,048
0.05% of portfolio
|
Q4 2025
Added 6.58%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
2,701
shares
|
$664,635
0.04% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
2,676
shares
|
$658,483
0.22% of portfolio
|
Q3 2025
Reduced 23.96%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
2,647
shares
|
$651,347
0.03% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
2,644
shares
|
$650,609
0.11% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Nov 12, 2025 Q3 2025 |
2,634
shares
|
$648,148
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jan 14, 2026 Q4 2025 |
2,621
shares
|
$644,949
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
2,613
shares
|
$642,980
0.03% of portfolio
|
Q3 2025
Reduced 5.91%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
2,611
shares
|
$642,488
0.1% of portfolio
|
Q3 2025
Added 30.16%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
2,608
shares
|
$641,750
0.01% of portfolio
|
Q3 2025
Reduced 2.61%
|
|